Duke Energy Corporation $DUK Shares Sold by Annex Advisory Services LLC

Key Points

• Annex Advisory cut its stake in Duke Energy by 90.3% in Q4, selling 18,652 shares and leaving it with 1,996 shares valued at about $234,000, while institutional investors still own roughly 65.31% of the company.
• Company insiders have been selling: CEO Louis E. Renjel sold 6,800 shares (a ~23.6% reduction in his position) and SVP Regis T. Repko sold 962 shares (a ~19.8% reduction), leaving insiders with about 0.12% ownership.
• Duke has asked North Carolina regulators to recover more than $800 million in winter fuel and purchased‑power costs — a move that could raise revenue if approved but has drawn public and political pushback, posing regulatory and reputational risk.

Annex Advisory Services LLC trimmed its position in Duke Energy Corporation (NYSE:DUK - Free Report) by 90.3% in the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 1,996 shares of the utilities provider's stock after selling 18,652 shares during the period. Annex Advisory Services LLC's holdings in Duke Energy were worth $234,000 as of its most recent filing with the Securities & Exchange Commission.

Several other institutional investors also recently bought and sold shares of the company. Vanguard Group Inc. raised its holdings in shares of Duke Energy by 0.8% in the third quarter. Vanguard Group Inc. now owns 76,301,165 shares of the utilities provider's stock worth $9,442,269,000 after buying an additional 584,382 shares during the last quarter. Northern Trust Corp raised its holdings in shares of Duke Energy by 0.4% in the third quarter. Northern Trust Corp now owns 7,758,700 shares of the utilities provider's stock worth $960,139,000 after buying an additional 31,703 shares during the last quarter. Franklin Resources Inc. raised its holdings in shares of Duke Energy by 4.1% in the third quarter. Franklin Resources Inc. now owns 7,281,986 shares of the utilities provider's stock worth $901,146,000 after buying an additional 288,499 shares during the last quarter. Capital Research Global Investors raised its holdings in shares of Duke Energy by 0.3% in the third quarter. Capital Research Global Investors now owns 5,033,225 shares of the utilities provider's stock worth $622,862,000 after buying an additional 12,758 shares during the last quarter. Finally, Caisse de depot et placement du Quebec raised its holdings in shares of Duke Energy by 19.1% in the third quarter. Caisse de depot et placement du Quebec now owns 2,613,595 shares of the utilities provider's stock worth $323,432,000 after buying an additional 419,992 shares during the last quarter. 65.31% of the stock is currently owned by institutional investors and hedge funds.

Insider Buying and Selling at Duke Energy

In related news, SVP Regis T. Repko sold 962 shares of the firm's stock in a transaction on Tuesday, February 24th. The shares were sold at an average price of $127.86, for a total transaction of $123,001.32. Following the completion of the transaction, the senior vice president owned 3,896 shares of the company's stock, valued at $498,142.56. This trade represents a 19.80% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, CEO Louis E. Renjel sold 6,800 shares of Duke Energy stock in a transaction on Thursday, February 12th. The shares were sold at an average price of $127.67, for a total transaction of $868,156.00. Following the completion of the transaction, the chief executive officer directly owned 22,007 shares of the company's stock, valued at $2,809,633.69. The trade was a 23.61% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Company insiders own 0.12% of the company's stock.

Duke Energy Trading Up 0.5%

Shares of Duke Energy stock opened at $128.66 on Friday. The company has a debt-to-equity ratio of 1.54, a current ratio of 0.55 and a quick ratio of 0.33. The firm has a fifty day moving average price of $129.42 and a 200 day moving average price of $124.07. Duke Energy Corporation has a 1 year low of $111.22 and a 1 year high of $134.49. The stock has a market cap of $100.11 billion, a PE ratio of 20.36 and a beta of 0.46.

Duke Energy (NYSE:DUK - Get Free Report) last issued its earnings results on Monday, February 9th. The utilities provider reported $1.50 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.49 by $0.01. Duke Energy had a net margin of 15.41% and a return on equity of 9.66%. The firm had revenue of $7.94 billion during the quarter, compared to analysts' expectations of $7.57 billion. During the same quarter last year, the company posted $1.66 earnings per share. Equities research analysts predict that Duke Energy Corporation will post 6.33 earnings per share for the current year.

Duke Energy News Summary

Here are the key news stories impacting Duke Energy this week:

• Positive Sentiment: JPMorgan nudged its price target up to $139 (from $138), signaling modest analyst optimism about Duke’s outlook and contributing to buying interest. MarketScreener
• Positive Sentiment: Company PR highlights grid‑hardening, lineworker appreciation and steps to reliably serve record winter demand — messaging that supports the reliability narrative investors value for utility earnings stability. PR Newswire
• Neutral Sentiment: The Duke Energy Foundation awarded 32 community grants (totaling >$250k) across six states (including a $22.5k Florida tranche) — positive PR and local engagement but immaterial to near‑term financials. PR Newswire
• Neutral Sentiment: Analyst preview pieces (e.g., Barchart) flag an upcoming Q1 2026 earnings report with expectations for single‑digit profit growth — an event that could move the stock but is not a current surprise. Barchart
• Neutral Sentiment: Industry comparison pieces (Duke vs. AES) highlight Duke’s clean‑energy and grid investments amid rising AI/data‑center demand — useful context for strategic positioning but not an immediate catalyst. Zacks
• Negative Sentiment: Duke has asked North Carolina regulators to recover more than $800M in winter fuel and purchased‑power costs — a move that would boost revenue if approved but has provoked public and political pushback (including calls for the Utilities Commission to act), creating regulatory and reputational risk that could weigh on the stock until resolved. Reuters

Wall Street Analysts Forecast Growth

A number of research firms have issued reports on DUK. Morgan Stanley set a $139.00 price target on shares of Duke Energy in a report on Friday, February 20th. Wells Fargo & Company raised their price target on shares of Duke Energy from $115.00 to $135.00 and gave the stock an "equal weight" rating in a report on Wednesday, March 4th. Royal Bank Of Canada decreased their price target on shares of Duke Energy from $143.00 to $140.00 and set a "sector perform" rating for the company in a report on Friday, January 23rd. Wall Street Zen raised shares of Duke Energy from a "sell" rating to a "hold" rating in a report on Saturday, March 28th. Finally, Evercore reissued an "in-line" rating and set a $139.00 target price on shares of Duke Energy in a report on Thursday, March 5th. Nine equities research analysts have rated the stock with a Buy rating, eight have given a Hold rating and one has given a Sell rating to the company. According to MarketBeat, the company currently has an average rating of "Hold" and an average target price of $140.20.

Duke Energy Company Profile

Duke Energy Corporation is a U.S.-based electric power holding company headquartered in Charlotte, North Carolina. The company's core business is the generation, transmission and distribution of electricity to residential, commercial and industrial customers. Duke Energy operates a mix of regulated electric utilities and non-regulated energy businesses, providing essential energy infrastructure and services across multiple states.

Its operating activities include owning and operating generation assets across a portfolio that encompasses nuclear, natural gas, coal, hydroelectric and an expanding array of renewable resources, as well as battery storage and grid modernization projects.

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